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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,577 | $155,795-93.9% | $136,298-93.0% | $69,631-86.2% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 70.7%-14.7pp |
| Annual return | 142.00% | 232464.33%-232322.3pp | 5156.27%-5014.3pp | 27571.02%-27429.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,658 | $5,394-32.2% | $6,247-41.4% | $3,224+13.5% |
| Admin fee / account holder | $1 | $128-99.4% | $9,244-100.0% | $110-99.3% |